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Holistic Planning’s Tesla TSLA Stock Holding History

Holistic Planning’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.04M Buy
7,230
+2,915
+68% +$1.16M 0.47% 46
2026
Q1 		$1.6M Buy
4,315
+466
+12% +$192K 0.32% 68
2025
Q4 		$1.73M Buy
3,849
+258
+7% +$114K 0.37% 56
2025
Q3 		$1.6M Buy
3,591
+1,109
+45% +$385K 0.42% 49
2025
Q2 		$788K Buy
2,482
+256
+12% +$77.1K 0.23% 81
2025
Q1 		$577K Buy
2,226
+313
+16% +$104K 0.2% 90
2024
Q4 		$773K Buy
1,913
+175
+10% +$56.3K 0.28% 69
2024
Q3 		$455K Buy
1,738
+116
+7% +$26.5K 0.19% 89
2024
Q2 		$285K Hold
1,622
– – 0.22% 88
2024
Q1 		$285K Sell
1,622
-499
-24% -$97.5K 0.22% 88
2023
Q4 		$527K Buy
+2,121
New +$504K 0.44% 57

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Holistic Planning's TSLA Position: Q2 2026 in Review

Holistic Planning increased its Tesla (TSLA) stake by 68% in Q2 2026, buying an estimated $1.16M and bringing the position to 7,230 shares worth $3.04M. The position accounts for 0.47% of the portfolio, ranked #46.

Holistic Planning first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Holistic Planning held 7,230 shares of Tesla worth $3.04M as of Q2 2026.
  • Holistic Planning bought 2,915 Tesla shares in Q2 2026, an estimated $1.16M.
  • Tesla made up 0.47% of Holistic Planning's portfolio in Q2 2026, its #46 holding.
  • Holistic Planning first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.